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Atlas Energy Solutions Inc. (AESI)

US · Energy · Oil & Gas Equipment & Services

$13.42-1.11%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$293.2M
Revenue YoY
+1.6%
Net profit
$-25.1M
EPS
$-0.18
EPS estimate
$-0.12
Net margin
-8.6%

EPS came in at -0.18 against a street estimate of -0.12 — a miss of 50.0%.

Key statistics

Market cap
$1.82B
Forward P/E
53.8
P/B
1.57
Book value
$8.90
EPS (TTM)
$-0.95
52-week high
$20.13
52-week low
$7.64
50-day MA
$12.90
200-day MA
$13.09
Beta
1.13

Analyst view

Analysts rate Atlas Energy Solutions Inc. a buy (6 buy, 6 hold, 0 sell out of 12) with an average price target of $18.17.

Shareholding

Insiders
34.33%
Institutions
87.72%

Largest institutional holders

FundStake
BlackRock Inc9.19%
Encompass Capital Advisors LLC7.31%
Vanguard Portfolio Management, LLC3.88%
Vanguard Capital Management, LLC2.82%
State Street Corp2.69%
Barrow Hanley Mewhinney & Strauss LLC2.12%
HHG PLC2.05%
UBS Group AG1.89%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
ATLAS ENERGY SOLUTIONS INC. - 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Cash Position: $168.2 million (up from $40.6 mill
2026-08-05
Results announced · Q3 2026
ATLAS ENERGY SOLUTIONS - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue Q2 2026: $293.2 million (up 10.4% from Q1 2026; flat vs Q2 2025 a
2026-08-03
Shareholder vote results · Q2 2026
ATLAS ENERGY SOLUTIONS INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 7, 2026 • Total votes cast (Proposal 1): 113.4 mill
2026-05-08
Quarterly report · Q1 2026
ATLAS ENERGY SOLUTIONS INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $265.6 million (down 10.8% vs Q1 2025: $297.6 million)
2026-05-05
Results announced · Q2 2026
ATLAS ENERGY SOLUTIONS INC. — Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue: $265.5 million (up 6.5% vs Q4 2025; down 10.8% vs Q1 2025)
2026-05-04
Material agreement · Q2 2026
ATLAS ENERGY SOLUTIONS INC. — FORM 8-K SUMMARY Date of Report: April 6, 2026 | Filed: April 9, 2026 --- HEADLINE NUMBERS • $450 million in 0.50% Co
2026-04-09
Proxy statement · Q2 2026
ATLAS ENERGY SOLUTIONS INC. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Election of Directors): Vote to elect two Class III d
2026-03-27
Annual report FY2025
ATLAS ENERGY SOLUTIONS INC. — 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Public float: $1.1 billion as of June 30, 2025 (stock price $13.3
2026-02-24

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.25 / share
ex-date Aug 14, 2025 · pay Aug 21, 2025
2025-08-14

Deals & corporate news

AnnouncementDate
Signed first long-term behind-the-meter power contract for 120 MW
Atlas Energy Solutions reported Q2 2026 results with mixed performance. Revenue grew 10.4% sequentially to $293.2 million, but the company posted a $25.1 million net loss, though improved fr
2026-08-03
Global Framework Agreement with Caterpillar for 1.4 GW power generation
Atlas Energy Solutions reported Q1 2026 results with mixed operational metrics but significant strategic developments. Revenue was $265.5 million, with a net loss of $47.3 million (impacted
2026-05-04
Executed 5-year power purchase agreement for 120 MW private generation capacity
Atlas Energy Solutions announced a major 5-year power purchase agreement for 120 MW of natural gas generators with an investment-grade technology company, with two optional 5-year extensions
2026-04-01
Global Framework Agreement with Caterpillar for 1.4 GW power generation assets
Atlas Energy Solutions signed a major long-term agreement with Caterpillar to purchase approximately 1.4 gigawatts of natural gas power generation equipment through 2029, with total purchase
2026-03-10
Placed order for 240 MW power generation assets, delivery late 2026
Atlas Energy Solutions reported Q3 2025 results showing significant operational challenges. Revenue declined 10% quarter-over-quarter to $259.6 million, with product volumes down 3.3% to 5.2
2025-11-03

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Data updated 2026-09-18.